Wealth Relationship Manager

Gravitas Recruitment Group

Hong Kong

On-site

HKD 312,000 - 781,000

Full time

14 days+

Get a reply from this recruiter

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Medical insurance

Life insurance

Training and development

Team culture

Job summary

Gravitas Recruitment Group Hong Kong is seeking driven, customer-focused individuals to join one of Hong Kong's reputable banks in retail banking. You will provide tailored financial guidance and wealth management services to retail clients across investment-linked products and funds.

Opportunities span various levels, with salary range HKD 28K-70K and comprehensive benefits. The role emphasizes meeting sales targets while delivering excellent client service in a stable, growth-oriented

Qualifications

Bachelor's degree from an accredited institution.
Minimum of one year's experience in financial advisory within banking or financial services; more may be considered for senior roles.
Strong communication and interpersonal skills with a results-driven mindset.
Solid understanding of investment and wealth management products and market trends.

Responsibilities

Deliver tailored financial guidance and wealth management services to retail clients.
Maintain a strong understanding of the bank’s financial offerings to meet client needs.
Acquire new clients and actively manage investment portfolios to drive revenue.
Consistently achieve sales goals and meet performance expectations.